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Routing

Partner Lead Broker Agent

Routes partner leads to the right motion.

Normalizes partner leads, checks overlap, and routes to channel or direct sales plays.

Convert
Build
Available
Oath

Deliver routes partner leads to the right motion. with measurable outcomes.

Quick facts
Engagement modelBuild
Lead time3-5 weeks
Best teamsSales, Marketing
Stack fitSalesforce · HubSpot · PartnerStack
Hire this operator to ship decisions with auditability baked in.

Operator spec

Inputs → decisions → outputs

Every agent follows a deterministic pipeline so your team can audit what was used and why it acted.

Inputs
  • Salesforce records + history
  • HubSpot engagement signals
  • Historical outcomes by segment
Decisions
  • Assign owner + motion
  • Trigger delays or suppression
  • Escalate routing exceptions
Outputs
  • Partner lead routing
  • Overlap alerts
  • Channel reporting

Delivery

What you get

Every engagement includes monitoring, governance, and a clear audit trail from day one.

Deliverables
  • Partner lead routing
  • Overlap alerts
  • Channel reporting
Stack + integrations
Salesforce
HubSpot
PartnerStack
We adapt to your exact data model and tooling. Custom connectors available on request.
partners
routing
channel

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Ready to staff this operator? Lock in the engagement and we will scope the build.

Hire Partner Lead Broker Agent